coaching services
ways to work together.
No two financial journeys are the same. Whether you need to build a strong financial foundation or you’re ready to create a more intentional plan for your money, these programs can be completed individually or combined to provide a comprehensive solution.
1:1 Personalized online financial coaching - Based in Charleston, SC — Serving clients across the US and Canada.
Feel confident with your money
Build habits that last
Overcome obstacles
single session coaching -
1 Session, via zoom
1 payment of $200
Sometimes you don’t need a coaching program — you just need focused support with a specific financial challenge or concern or want to know you’re on the right track - or how to get there.
In this personalized 60-minute session, we’ll focus on what’s most important to you, whether that’s setting goals, managing your day-to-day money, working through debt or budgeting challenges, or exploring the emotions and behaviors affecting your financial decisions.
Financial Foundation -
4 Sessions, one month
2 bi-weekly payments of $225 ($450 total)
Your financial foundation is made up of the core building blocks that create (and sustain) financial security.
You’ll get clear on your goals, organize your finances, and build simple systems that make your money feel manageable — without the overwhelm.
Money mastery -
5 Sessions - 6 weeks
2 bi-weekly payments of $275 ($550 total)
Combining the practical (the numbers) with the psychology of money and a flexible money management system. Great for couples - and singles alike.
Finally have a plan that makes you feel clear, confident, and in control of your finances.
build a financial coaching practice -
1 Session - 1 hour
$125
Thinking about becoming a financial coach but not sure where to start? This private 60-minute session gives you a place to ask questions, sort through your ideas, and get practical guidance as you explore building your financial coaching practice.
start here
Book a free 20-minute call below. I'll answer your questions about coaching and talk with you about your goals and challenges. If coaching is a good fit, I'll help you choose the package that best fits your needs.